Daniel Rivera
Winterville,GA
Summary
Banking professional with comprehensive expertise in financial services and client management. Proven ability to enhance customer experiences and streamline banking operations. Focused on collaborative team efforts and adaptive to dynamic work environments. Strong skills in account management and customer service.
Overview
10
10
years of professional experience
Work History
Universal Banker
Truist Bank
Athens, GA
08.2022 - Current
- Assist customers with setting up or closing accounts, completing credit card applications, and signing up for new services.
- Adhere to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Cash checks, accept deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Complete highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Open checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Manage escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Identify customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Establish rapport with new clients to increase satisfaction and loyalty.
Bookkeeper
JFR Landscape LLC
Winterville, GA
03.2018 - 12.2022
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Established QuickBooks accounting system to reflect accurate financial records.
- Maintained and processed invoices, deposits, and money logs.
- Completed payroll for employees and maintained detailed records of procedures.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Inspected account books and recorded transactions.
Plasma Processor
Biomat U S A
Athens, GA
12.2020 - 10.2021
- Collected plasma samples with focus on accuracy and adherence to aseptic techniques.
- Kept supplies organized and well-stocked, requesting more supplies and avoiding unnecessary testing delays.
- Maintained safe work environment free of unnecessary hazards to protect staff and testing results.
- Documented and verified patient information using laboratory information system.
Retail Sales Specialist
O’Reilly
Athens, GA
06.2016 - 12.2018
- Handled in-store purchase payment processing with cash and credit cards.
- Displayed merchandise by arranging in appealing ways to boost sales.
- Improved operational efficiencies while managing customers requests, store inventory, transactions, new purchase orders, and pricing needs.
- Issued receipts and processed refunds, credits, or exchanges.
- Informed customers of current store promotions to encourage additional sales purchases.
- Refunded payments for returned items, processed exchanges, and offered store credit to achieve customer satisfaction.
- Greeted customers and helped with product questions, selections, and purchases.
Education
Bachelor of Science - Criminal Justice
University of Georgia
Athens, GASkills
- Risk management
- Branch operations
- Transaction processing
- Cash handling proficiency
- Account servicing
- Customer needs assessment
- Detail oriented
- Accuracy
- Communication
- Follow-up skills
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Universal Banker
Truist Bank
08.2022 - Current
Plasma Processor
Biomat U S A
12.2020 - 10.2021
Bookkeeper
JFR Landscape LLC
03.2018 - 12.2022
Retail Sales Specialist
O’Reilly
06.2016 - 12.2018
Bachelor of Science - Criminal Justice
University of Georgia